Financial Adviser · MAWSON LAKES, SA

Marion Gaertner

MAWSON LAKES, SA

18 Years experience

Tax advice
authorised

ASIC Registered · ADV 000323378

Currently at

Lifespan Financial Planning

Sydney, NSW (firm address)

View firm profile

Marion Gaertner is a financial adviser based in Mawson Lakes, South Australia, with 18 years of experience in the financial services industry since 2008. Marion is currently authorised under Lifespan Financial Planning. Marion holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Marion's qualifications include a Master of Business Administration (Entrepreneurial Management) from Australian Institute of Business. Marion is a member of Finance Brokers Association of Australia and Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Restrictions: The adviser is restricted from providing personal advice on Self Managed Superannuation Funds (SMSF)

Authorised to provide tax financial advice services

Qualifications and Training

1980

Bachelor of Arts (with Second Class Honours in German Language and Literature)

The University of Adelaide

1981

Diploma in Education

The University of Adelaide

2008

Diploma of Financial Services (Financial Planning)

Kaplan Education Pty Ltd

2012

Diploma of Financial Services (Finance/Mortgage Broking Management)

Intellitrain

2019

Master of Business Administration (Entrepreneurial Management)

Australian Institute of Business

Registration History

Lifespan Financial Planning Pty Ltd

May 2026 - Present Current

The adviser is restricted from providing personal advice on Self Managed Superannuation Funds (SMSF)

Interprac Financial Planning Pty Ltd

May 2023 - May 2026 Ceased

Millennium 3 Financial Services Pty Ltd

Apr 2020 - May 2023 Ceased

Government Debentures, Stocks or Bonds: class of product only. Securities: class of product only. Not authorised to provide SMSF advice.

ELDERS FINANCIAL PLANNING PTY LTD

Aug 2008 - Apr 2020 Ceased

Securities - Class of product only; Government Debentures, Stocks or Bonds - Class of product only; SMSF - Not authorised to provide SMSF advice.

Source: ASIC Financial Advisers Register